Here, you will enjoy the best of both worlds: a comfortable and trusting relationship with your dedicated financial advisor, and the full support and collective experience of our collaborative team.

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

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Our highly experienced and credentialed financial advisors and dedicated client service professionals are here to serve you.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.